iShares Russell Midcap Value Index shares owned by Baltimore-Washington Financial Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Baltimore-Washington Financial Advisors
from 13F filings
Historical chart of Baltimore-Washington Financial Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $983k | 7.4k | 132.25 |
| 2024-06-30 | $911k | 7.5k | 120.75 |
| 2024-03-31 | $945k | 7.5k | 125.33 |
| 2023-12-31 | $918k | 7.9k | 116.30 |
| 2023-09-30 | $825k | 7.9k | 104.33 |
| 2023-06-30 | $971k | 8.8k | 109.84 |
| 2023-03-31 | $1.6M | 15k | 106.20 |
| 2022-12-31 | $1.6M | 16k | 105.34 |
| 2022-09-30 | $1.7M | 18k | 96.17 |
| 2022-06-30 | $1.8M | 18k | 101.53 |
| 2022-03-31 | $2.1M | 19k | 109.47 |
| 2021-12-31 | $2.2M | 18k | 122.34 |
| 2021-09-30 | $2.2M | 19k | 113.23 |
| 2021-06-30 | $2.2M | 19k | 114.98 |
| 2021-03-31 | $2.1M | 19k | 109.26 |
| 2020-12-31 | $1.9M | 20k | 96.91 |
| 2020-09-30 | $1.7M | 21k | 80.82 |
| 2020-06-30 | $1.7M | 21k | 77.78 |
| 2020-03-31 | $1.4M | 22k | 64.08 |
| 2019-12-31 | $2.2M | 23k | 94.75 |
| 2019-09-30 | $1.8M | 21k | 89.67 |
| 2019-06-30 | $1.9M | 21k | 89.14 |
| 2019-03-31 | $1.8M | 21k | 86.82 |
| 2018-12-31 | $1.7M | 22k | 76.35 |
| 2018-09-30 | $2.0M | 22k | 90.22 |
| 2018-06-30 | $1.9M | 21k | 88.45 |
| 2018-03-31 | $1.9M | 22k | 86.42 |
| 2017-12-31 | $1.8M | 20k | 89.14 |
| 2017-09-30 | $1.9M | 22k | 84.91 |
| 2017-06-30 | $1.6M | 19k | 84.11 |
| 2017-03-31 | $1.4M | 17k | 82.98 |
| 2016-12-31 | $938 | 12k | 0.08 |
| 2016-09-30 | $720k | 9.4k | 76.73 |
| 2016-06-30 | $610k | 8.2k | 74.18 |
| 2016-03-31 | $561k | 7.9k | 70.90 |
| 2015-12-31 | $513k | 7.5k | 68.66 |
| 2015-09-30 | $685k | 10k | 67.05 |
| 2015-06-30 | $751k | 10k | 73.76 |
| 2015-03-31 | $796k | 11k | 75.26 |
| 2014-12-31 | $771k | 11k | 73.77 |
| 2014-09-30 | $480k | 6.9k | 69.98 |
| 2014-06-30 | $448k | 6.2k | 72.68 |
| 2014-03-31 | $352k | 5.1k | 68.73 |
| 2013-12-31 | $240k | 3.6k | 65.77 |
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